Financial Planner

2 weeks ago

Middelburg, South Africa Nedbank Full time

**Requisition Details & Talent Acquisition Contact**
- REQ: 133878- Talent Acquisition Consultant: Lerato Sithole- Cluster: Nedbank Wealth- Closing Date: 27 May 2024**Job Family**
- Sales and Services

**Career Stream**
- Sales

**Leadership Pipeline**
- Manage Self: Technical

**FAIS Affected**
- FAIS Affected - Yes**Job Purpose**
- To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank.

**Responsibilities**:

- Analyse clients’ financial statuses to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a bespoke financial plan.
- Examine and suggest financial solutions and strategies for the financial plan (plan for life).
- Assist clients in implementing their plans and carry out financial transactions.
- Review clients’ portfolio's and plans on a regular basis to customize the financial plans according to clients’ changing life or economic circumstances, needs and requirements.
- Maintain updated knowledge of regulations, practices and financial products in order to maintain fit and proper status.
- Demonstrate an understanding of structuring, presenting and reviewing financial plans to individuals and legal entities.
- Displays knowledge of approved products and services and be able to continuously up-skill oneself on product and industry development.
- Building a sustainable and profitable practice.
- Participate and attend all business engagements to build and strengthen relationships.

**Essential Qualifications**
- Matric
- FAIS Fit & Proper Qualification
- Regulatory Exam for Representatives (RE 5)
- Preferred Certifications- A registered Certified Financial Planner (CFP), or working toward becoming a Certified Financial Planner

**Minimum Experience Level**
- 1 - 5 years' experience in Financial Planning / Financial Advice / Sales within Financial Services

**Technical / Professional Knowledge**
- Administrative procedures and systems
- Data analysis
- Relevant software and systems knowledge
- Relevant regulatory knowledge
- Banking knowledge
- Banking procedures
- Cluster Specific Operational Knowledge
- Business principles
- Business terms and definitions
- Governance, Risk and Controls
- Behavioural Competencies- Sales Disposition
- Building Trusting Relationships
- Energy
- Adaptability
- Continuous Learning

**Disclaimer**
- **_Please contact the Nedbank Recruiting Team at +27 860 555 566_

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